See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,716 | $104,974+34.0% | $95,585+47.2% | $142,382-1.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.10% | 210.33%-198.2pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $19,595 | $2,779+605.2% | $2,527+675.6% | $4,299+355.8% |
| Participant deferral / active EE | $18,514 | $4,352+325.4% | $4,023+360.2% | $6,507+184.5% |
| Admin fee / account holder | $464 | $6,386-92.7% | $6,127-92.4% | $12,624-96.3% |